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Pension & Wealth Management Advisors’s Bloom Energy BE Stock Holding History

Pension & Wealth Management Advisors’s Portfolio BE Stock Details BE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$47.5K Buy
+157
New +$40.2K 0.01% 328

Other funds holding BE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
GAMA
Graticule Asia Macro Advisors New York $1.33B AUM 1,044.61% 1-Year Est. Return

Pension & Wealth Management Advisors's BE Position: Q2 2026 in Review

Pension & Wealth Management Advisors opened a new position in Bloom Energy (BE) in Q2 2026: 157 shares worth $47.5K. The stake represents 0.01% of the portfolio and ranks #328 among its holdings.

1,195 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Pension & Wealth Management Advisors held 157 shares of Bloom Energy worth $47.5K as of Q2 2026.
  • Bloom Energy was a new Pension & Wealth Management Advisors position in Q2 2026.
  • Bloom Energy made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #328 holding.
  • 1,195 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.